PathFactory vs. Zywave Content Cloud - Employee Benefits Content Packages (Broker Briefcase)

If you are in an industry where content drives pipeline through engagement and education, Pathfactory is an invaluable tool to help people consume more of what you are producing and offers additional entry and interaction points on your website. It also creates very specific and personalized paths through your assets.

Incentivized

It's a great tool, period. I'd recommend it to anyone who was going to take the time to utilize its varied resources. I wouldn't recommend it for an old-school agency that's not really tech savvy but for anyone looking to grow a book of business, it's an invaluable tool.

Incentivized

• Create Visually appealing performance report
• Give more in-depth information about performance metrics than most alternatives
• Ability to track performance over time and compare this performance across time periods
• Provide and send auto-run reports to top level management based on predefined criteria and timeframes

Incentivized

• I love the Prep for a Meeting module. No matter the type of meeting you are prepping for, they have great resources to help you get the yes.
• The employee education pieces are an awesome way to prepare employees for new benefit options like HSAs and HRAs.
• The Compliance Roadmap is an excellent tool and is hugely appreciated by my small and middle market clients without full HR suites.

Incentivized

• Evolving into a more sales-focused UX. While the tool is great for marketing, there are some areas to improve the functionality of PathFactory for Sales in regards to navigating and sending out content as a salesperson.
• GA goal reporting. I can't speak to this specifically, but I know our web team has run into some issues creating GA goals when we lead to a PathFactory track.
• Evolved reporting. Reporting is great, but for some use cases, we have had to ask for custom reports that the team is always happy to create! But it would be great if this was self-serve.

Incentivized

• It's pretty darn good and it's my fault that I don't use it as much as I should. I'd love for it somehow to integrate more into my routine but I'm not sure what Zywave could do on their end about that.

Incentivized

We have seen a lot of value from our team's use of Path Factory. We also like working with this vendor as they actually take our feedback and implement it on their roadmap. A great vendor with a great product

Incentivized

Overall, I think the tool is fairly easy to use to get a basic content uploaded to create a track and even the more complicated features become easier once you become familiarised with the process

Incentivized

I think there was only one time where we had issues reaching our account manager, otherwise PathFactory was always willing to hop on the phone to talk through strategy, to work through issues, and help build custom solutions to fit our needs. Customer service is a big selling point of PathFactory.

Incentivized

The analytics and reports feature is fairly new and have proved very popular with many areas of our business and is growing in popularity. The metrics that are attainable are very insightful and provides a clear picture on the performance of the track.

Incentivized

We meet weekly with Jennifer and I can't say enough about her. When issues have happened or we need help, she jumps on it quickly. If she doesn't know the answer, she pulls in Reggie or another on her team that can help. She goes above and beyond and has been very supportive, even when we had a lot of hard questions to answer from higher-ups. All this is on top of just being an awesome person.

Incentivized

I was able to browse around the tool quite easily once some basic training was given. I learnt much from using those method and only needed further help when wanting to learn about Reports, External codes and adding forms.

Incentivized

The customer service, from technical through to customer success, is one of the biggest reasons I'd recommend PathFactory. This is true of their training. It can be as bespoke as you like, at least in my experience, and the team is always willing (where possible) to incorporate your suggestions.

Incentivized

The PathFactory team was very helpful when implementing the product. They gave us a lot of recommendations on best moving forward. As a note to new users, when implementing I would make sure that you create with your team a system to make sure that the platform is scalable. My team was able to do this through creating a foldering structure, naming conventions for tracks and assets, and ensuring tagging is used on all content uploads. I would also make sure when implementing that you have an understanding of how your team will track success and that your brand team is involved to make sure that there is consistency in the look and feel of the tracks

Incentivized

I wasn't involved in the purchase decision, but I am glad we chose them! Their team is helpful and knows how to help you accomplish what you're trying to do. If there's a feature you see isn't working right or that you need their technical team will listen and make actual changes.

Incentivized

Zywave Content Cloud - Employee Benefits Content Packages (Broker Briefcase) is simply the gold standard in what they do, providing valuable resources to agencies and helping them stand out and look more professional. I know of no real competition in their space and they are continually adding to their resources to stay ahead of the pack.

Incentivized

Pathfactory is growing in popularity amongst individuals from different parts of the organisation and it would be difficult to forecast how scalable this can become

Incentivized

• We saw ROI within the first 9 months of using PathFactory.
• Our onboarding team saw quicker adoption of our product while using PathFactory to engage them during the onboarding process.
• We've been able to more accurately understand our content needs and what works best when prospecting for specific segments. (eg. SMB, mid-market, and enterprise)

Incentivized

• It has helped us remain relevant and retain larger clients. I don't track things like I should, but the ROI on this investment is solid.
• Zywave Content Cloud - Employee Benefits Content Packages (Broker Briefcase) gives me the confidence to go after larger clients knowing I can compete with the extra resources seen in larger shops.

Incentivized